Value chain
Market research
– Consideration of environmental risks
– Need for affordable housing (S)
– Investments in the medium segment (60-70% of apartments in D)
– No luxury apartments
Needs analysis
– Demand for sustainable products
Fund planning business model
– max. 25% in a city (environmental risks)
– max. 40% in metropolitan regions (environmental risks)
– Properties in the middle segment, no luxury (S)
Shopping
– Energy efficiency below 200 kWh/m²
– Analysis of the building structure of the property
– Location analysis (public transport, social facilities, shops for everyday needs)
– Capex with an impact on energy efficiency
Object development
– Energy balance improvement
– Water reduction
– Greening
– KfW 55 for new buildings
– Promotion of e-mobility
– Accessibility in new building projects
Object management
– Social charter
– Tenant mix
– Green electricity
– CO2-neutral supply contracts for electricity and gas
– Waste management: reduction of residual waste
– Mandatory energy information in rental advertisements
sale
– Mandatory energy information in sales advertisements
Compliance
– Monitoring the procedural implementation of the ESG strategy in the operating units
Risk management
Fund management
– Energy modernization to improve the energy balance of the property to a maximum of 200 kW/h²
– Estimation of the CO2 reduction through planned measures, such as thermal insulation composite systems, new windows, roof insulation
– Improvement of the quality of living
– Reduction of additional costs
– Development of the ESG strategy on portfolio and property level
– ESG strategy has no negative impact on returns
Fund reporting:
– Development of the ESG strategy at fund level
– Measurement of energy consumption over time
– Introduction of diagrams to measure the proportion of energy efficiency classes in the portfolio
– Target/actual comparisons of the invest/disinvest measures implemented
Financing, insurance, liquidity
– Sustainable loans in individual cases